WEALTH PLATFORM

We appreciate many clients want to view their financial affairs online, and this can help optimise the time they spend with their financial adviser. As a client, you could have access to your financial information online, 24/7.

Our Wealth Platform Client Portal allows you to:

• View a summary of your wealth and other financial products
• Analyse individual assets and their performance over time
• Review and update your attitude to risk and loss
• See all your protection cover in one place
• Review key documents your adviser has shared with you
• Upload documents you wish to keep safe
• Update personal information
• Prepare for important review meetings with your Adviser
• Use our secure messaging service

Here’s a short introduction to the Sandringham Wealth Platform Client Portal app.